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Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Triggers when a new task is added to a project.
Triggers when a new project is created.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
Creates a new project.
Creates a new task to a project.
Creates a new task list within a project.
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MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
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